10Y UST5.00%+0.60%30Y MTG6.76%+0.75%SOFR3.62%-0.55%VNQ$93.48-0.66%XLRE$42.81-0.60%FED FUNDS3.63%
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The Registry · Retail

Saybrook Markets 100 Acres in Lathrop as Housing Outpaces Retail Supply

Via The Registry · September 17, 2026
Compiled by Real Estate Trail Editorial · September 17, 2026

Why this matters

Retail has become a quiet outperformer. A decade of effectively zero new development has left necessity-driven, grocery-anchored, and Sun Belt strip product with negligible vacancy and re-leasing spreads in the high single digits. Cap rates have compressed in step, and the bid for stabilized portfolios is again broad across REITs, pension funds, and institutional core-plus capital. The asset class has effectively rerated as a defensive yield trade rather than a secularly challenged sector.

Editorial analysis · Real Estate Trail Editorial

On the RET wire

  • Disclosed retail deal value tracked in September 2026: $3.5B across 57 reported transactions. All Retail coverage

Computed from Real Estate Trail’s own tracked coverage

Excerpt from The Registry:
With Sam’s Club preparing to open the Northern San Joaquin Valley’s first location inside Stanford Crossing, Saybrook Fund Advisors is marketing the surrounding 100-plus acres as the next phase of Lathrop’s retail bui…
Read the full article at The Registry

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